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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,951 | $110,303-69.2% | $95,759-64.5% | $139,487-75.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.98% | 27.19%-3.2pp | 28.42%-4.4pp | 373.84%-349.9pp |
| Employer contribution / active EE | $5,204 | $3,261+59.6% | $2,836+83.5% | $4,755+9.5% |
| Participant deferral / active EE | $9,284 | $4,674+98.6% | $4,244+118.8% | $6,713+38.3% |
| Admin fee / account holder | $58 | $6,615-99.1% | $5,678-99.0% | $11,407-99.5% |